Client Executive
Citigroup Inc
Client Executive, Investor Services - SVPCiti is looking for a Client Executive to join its Investor Services business a top 4 global provider of Custody, Fund Services, and Agency Lending where you will own and grow a key strategic Asset Manager relationship across North America as part of a broader global client team.In this senior role, you will serve as the primary point of contact and trusted advisor for one of Citi's most important clients, operating within a network spanning 60+ countries and serving approximately 19,000 institutional clients worldwide. This is a high-impact opportunity to shape client outcomes, drive revenue growth, and deliver an exceptional end-to-end experience at the intersection of custody, fund services, and global financial markets.ResponsibilitiesAct as the senior relationship owner for a strategic Asset Manager client in North America, serving as their primary advocate and trusted advisor within Citi's global Investor Services network.Lead and coordinate the negotiation of client contracts, business updates, and risk-related matters in partnership with Legal and Product teams, ensuring agreements reflect the client's evolving needs.Develop and execute strategies to retain existing revenue and generate new income by identifying, pursuing, and closing cross-sell opportunities across Citi's product suite.Advise clients on regulatory developments, industry trends, and product solutions, positioning Citi as a strategic partner capable of anticipating and responding to market change.Govern client satisfaction by conducting regular relationship reviews, tracking performance against service commitments, and leading coordinated action plans to resolve concerns.Partner with product, operations, and technology teams to drive continuous improvement in the services and solutions delivered to the client.Maintain full accountability for client profitability, pricing negotiations, and the financial efficiency of the overall relationship.Required Qualifications & Skills8 or more years of experience in client relationship management within a global financial institution, with demonstrated ability to manage senior-level relationships independently.In-depth knowledge of the Custody and Fund Services industry, including a solid understanding of the asset manager client segment and the regulatory and risk environment in which they operate.A track record of identifying and successfully executing cross-sell opportunities, with the ability to articulate the value of complex financial products to institutional clients.Demonstrated ability to manage and resolve complex issues by influencing stakeholders across functions, geographies, and seniority levels without direct authority.Excellent written and verbal communication skills, with the confidence and presence to lead external client meetings, negotiations, and senior-level discussions.Strong ability to manage competing priorities in a fast-moving environment, shifting focus rapidly in response to client and business demands.Commitment to continuous learning, with the motivation to stay current on market developments, regulatory changes, and evolving client needs.Bachelor's degree or equivalent professional experienceBeneficial Skills & QualificationsA Master's degree in a relevant field such as Finance, Business, or Economics.Cross-product knowledge spanning multiple services offered within global financial institutions, enabling holistic client solution design.Familiarity with client onboarding and know-your-client processes within a regulated financial services environment.At Citi, you will work at the center of one of the world's largest financial networks, collaborating with high-performing global teams to deliver meaningful outcomes for institutional clients. This role offers the scope, autonomy, and strategic visibility that senior professionals seek, within an organization that invests in its people and the relationships they build.Ownership of a high-profile client relationship within a globally recognized Investor Services business, with direct influence on client outcomes and revenue growth.Access to Citi's global network spanning 95 countries, enabling collaboration with specialists across custody, fund services, product, operations, and technology.A hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration.Ongoing learning and development opportunities, with exposure to global market developments, evolving regulatory landscapes, and new product innovation.A performance-driven environment where your impact on client satisfaction, revenue, and relationship quality is visible and valued at the most senior levels.Competitive financial wellbeing benefits, including compensation structures designed to reflect the seniority and accountability of the role.Apply now to take ownership of one of Citi's most strategically important client relationships and shape the future of Investor Services across North America.
$116.5k - $155k
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$175k
...data into every decision across the campaign lifecycle to enhance client outcomes. With recent Series A funding of $15M, we’re rapidly... ...media companies. The Opportunity As a Global Client Executive, you will own and grow Akkio’s most significant enterprise relationships...Contract workRemote workWorldwideFlexible hours$115k - $155k
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...About the role: This Client Executive role is responsible for setting strategy for major regional accounts which are of substantial strategic and revenue generating importance.This position is typically focused on a small number of strategic accounts (large, multi...Contract workWorldwide- ...this role you will be responsible for soliciting prospective clients utilizing our industry-leading proprietary resources, building... ...effectively manage their risk and exposure. Responsibilities: Client Executives are responsible for meeting production goals and the direct...
- ...P&C Client Executive Sr. Director NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a P&...
$160k - $170k
...Rimes to help them make better investment decisions that power more than US$ 75 trillion in AUM annually. The Role The Client Executive owns Rimes' most strategic client relationships in North America - a portfolio of approximately 4-8 of our largest and most...$20 per hour
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...selling IT integration services to Fortune 500 financial services clients.Experience in one or more of the following technical areas: IT... ...at professional networking and building relationships with executive and decision-making managers.Ability to operate in a leading edge...Base plus commissionFull timeFor subcontractorFlexible hours$248k - $379k
...strategy and revenue growth for assigned strategic account(s)Build trusted relationships with senior marketing, sales, and business executives, serving as a strategic advisor to drive customer success and business outcomes.Influence customer investment decisions through...For contractorsWork at officeFlexible hours$289.6k - $398.2k
...seeking a proven enterprise sales leader to drive strategic growth across Fortune 500 and Global 2000 clients. This role is designed for a C-suite–oriented Client Executive who excels at navigating complex organizations, shaping executive vision, and closing large,...Full time$147.62k - $341.72k
...If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Client Delivery Executive to join our team in New York, New York (US-NY), United States (US).This CDE - Client Delivery Executive eill be located in...Temporary workWork at officeRemote workFlexible hours3 days per week- ...If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Client Delivery Executive II - Hybrid to join our team in New York, New York (US-NY), United States (US).**Please note - this position is a PIPELINE...Full timeTemporary workWork at officeRemote workFlexible hours
$150k - $200k
...and delivering large scale services engagements for Healthcare clients.Ability to negotiate mutually agreeable outcomes in complex project... ...AI and Digital Revolution. WWT combines the power of strategy, execution and partnership to accelerate digital transformational outcomes...Full timeFor subcontractor- ...us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Client Executive - NYC Dept. of Education to join our team in New York, New York (US-NY), United States (US).At NTT DATA, we know that with the...Contract workWork at officeLocal areaRemote workFlexible hours
$151.4k - $311k
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- BNY Investments is seeking a Senior Vice President, Client Executive to join our team in the United States. This role focuses on managing large institutional client relationships, driving revenue growth through cross-selling, and acting as a strategic advisor to client...
$141.21k - $172.59k
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Client Executive Team Leader is responsible for leading a team of Client Executives focused on delivering exceptional, differentiated client...Full timeBank staffLocal area
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